brookfield soldiers (BIP/BEP/BBU) 2023 review + my big dilemma [EP. 71]
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:35) - Brookfield Renewable 2023: record FFO; 5GW new capacity; capital recycling; buybacks; dividend increase; more & more corporate customers; avaada group; origin energy; politics; why net income so low and why it does not worry me (14:30) - Brookfield Infrastructure 2023; record FFO; dividend within range + increase; capital recycling; utilities; transport; midstream; data; more capital recycling details + Brazil (21:37) - Brookfield Business 2023: business model; Westinghouse; fabulous 5; undervalued units; long term vision; clarion (26:15) - my big dilemma. your feedback is welcome